Covering Your Assets: Key Investing Terms & Concepts (S2, E3)

Legacy Lessons with JaQ

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اضافه شده در three سال پیش

محتوای ارائه شده توسط JaQ Campbell. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط JaQ Campbell یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Biscuits & Jam

1
Encore: Jessica B. Harris Believes in a Welcome Table 42:14

14 روز پیش42:14

پخش در آینده

لیست ها

پسندیدن

دوست داشته شد

42:14

Episode Description: Jessica B. Harris may have been born and raised in New York City, but she has Tennessee roots through her father and has spent much of her life split between homes in the Northeast and the South – specifically New Orleans. For more than fifty years, she has been a college professor, a writer, and a lecturer, and her many books have earned her a reputation as an authority on food of the African Diaspora, as well as a lifetime achievement award from the James Beard Foundation. A few years back, Netflix adapted her book, High on the Hog: A Culinary Journey from Africa to America , into a 4 part docuseries. And I’m very proud to say that she’s a longtime contributor to Southern Living with a regular column called The Welcome Table. This episode was recorded in the Southern Living Birmingham studios, and Sid and Jessica talked about her mother’s signature mac and cheese, the cast-iron skillet she’d be sure to save if ever her house were on fire, and her dear friend, the late New Orleans chef Leah Chase. For more info visit: southernliving.com/biscuitsandjam Biscuits & Jam is produced by : Sid Evans - Editor-in-Chief, Southern Living Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Jeremiah McVay - Producer Learn more about your ad choices. Visit podcastchoices.com/adchoices…

حدود یک سال پیش 32:45

MP3•خانه قسمت

An asset class is essentially a group of investment options that have similar financial characteristics. These can range from fixed income securities like bonds to equities such as stocks. Understanding the different types of asset classes is crucial for any investor looking to diversify their portfolio and manage risk effectively.

From alternative investments to ESG, technology, and AI, we’ll cover a broad spectrum of topics to ensure you're well-informed and inspired. Don't miss out on insights on risk appetite, diversification, and the future of ESG and AI in the investment world.

Here’s what we discuss in this episode:

0:00 – Intro

2:31 – Asset class

4:24 – Alternative investments

9:18 – ESG investments

13:14 – Technology & AI

19:48 – A.S.S.E.T

22:53 – Evaluating asset classes

28:46 – New asset classes to watch
RESOURCES:
Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy
Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH

20 قسمت

#Trading #Careers #Entrepreneur #Business #JaQ Campbell #Jaqperience #Legacy Lessons #Money #Finance #Talent Development #Leadership #Women #Philanthropy #Innovation

Covering Your Assets: Key Investing Terms & Concepts (S2, E3)

Legacy Lessons with JaQ

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

Here’s what we discuss in this episode:

0:00 – Intro

2:31 – Asset class

4:24 – Alternative investments

9:18 – ESG investments

13:14 – Technology & AI

19:48 – A.S.S.E.T

22:53 – Evaluating asset classes

20 قسمت

#Trading #Careers #Entrepreneur #Business #JaQ Campbell #Jaqperience #Legacy Lessons #Money #Finance #Talent Development #Leadership #Women #Philanthropy #Innovation

همه قسمت ها

1
The Do More Good Movement: Redefining Success for Leaders with J.D. Messinger (S2, E8) 44:02

15 weeks پیش44:02

44:02

Today we’re excited to share a profound conversation with J.D. Messinger, an inspiring leader and executive director of the Do More Good movement. He envisions a world where companies not only strive for profitability but also prioritize community well-being, creating a ripple effect of positive change. We’ll talk all about how he helps inspire and motivate other leaders, and he shares his exciting plans for the Do More Good Movement. Here’s what we discuss in this episode: 0:00 – Intro 2:50 – JD’s background 8:07 – Near-death experience 9:52 – Finding your calling 12:37 – Do Good Movement 18:16 – 3 essential habits 25:23 – Superpowers 35:19 – JD’s mission 40:19 – Message for leaders Learn more about the Do More Good Movement: https://domoregood.com/ RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

1
Financial Independence and Mentorship: Celebrating 3 Years for Alexander Legacy Private Wealth (S2, E7) 29:44

42 weeks پیش29:44

29:44

It’s hard to believe we’re already celebrating three years for Alexander Legacy Private Wealth, but it’s been an amazing journey that we’re incredibly proud of. Today we’re giving JaQ the chance to share her story, discuss our great partnership with the Carson Group, and talk about the importance of independence in wealth management. Here’s what we discuss in this episode: 0:00 – Intro 1:13 – 3-year anniversary of Alexander Legacy 3:32 – Relationship with the Carson Group 6:00 – Recruiting wealth advisors 10:08 – JaQ’s advice for young wealth advisors 18:24 – Independence 22:15 – Big takeaways RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

1
Breaking Down the Global Economy (S2, E6) 31:13

44 weeks پیش31:13

31:13

Today we want to break down some critical economic concepts that you hear in the news. This will be a deep dive into the global economy, recession, and inflation with Dr. Chan. Our goal is to lay the groundwork by defining these terms and then go a little deeper before leaving you with a little inspiration. Here’s what we discuss in this episode: 0:00 – Intro 2:30 – Global economy 5:38 – Recession 11:46 – Inflation 15:32 – Inspiration for The People’s Economist 17:30 – Mariah Carey 23:00 – The role of the BLS 25:29 – Dr. Chan’s advice to future economists Sign up for the People’s Economist Substack - https://thepeopleseconomist.substack.com/ RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

1
Legacy Lessons After Dark: Celebrities, Athletes, and Sustaining Wealth (S2, E5) 28:26

46 weeks پیش28:26

28:26

This is what we like to call a special edition version of Legacy Lessons after Dark, where it's just two friends having some great conversation over some wonderful wine. This show gives us the chance to sound off on topics that we’re paying close attention to or feel passionately about. In this episode, we’ll cover a range of topics from the Detroit Lions' recent playoff run to the economic revival of Detroit. We’ll also weigh in on subjects like Katt Williams' interview and the impact of celebrities like Dennis Rodman and Kareem Abdul-Jabbar. We’ll close it all out with a discussion on the importance of financial education for young athletes and entertainers, emphasizing strategies for sustaining wealth and creating lasting legacies. Here’s what we discuss in this episode: 0:00 – Intro 1:10 – Detroit & the Lions 4:08 – Katt Williams 6:30 – Dennis Rodman 8:20 – Dr. Chan’s work with Kareem Abdul-Jabbar 15:16 – Sustaining wealth 20:52 – Advice for young professionals RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

1
Why Diversity, Equity, and Inclusion Matters (S2, E4) 30:34

48 weeks پیش30:34

30:34

In our latest episode, we explore a topic that is not only crucial for personal growth but also essential for professional success: diversity, equity, and inclusion (DEI). This episode is filled with insights, personal stories, and actionable advice that will leave you inspired and motivated to embrace DEI in your own life and work. We’ll kick things off by sharing some nostalgic memories of Las Vegas and its evolution over the years. From being a haven for entertainment and gambling to becoming a hub for various sports teams, Las Vegas has diversified its offerings to keep the economy thriving. This sets the stage for a broader discussion on the importance of diversification, not just in investments but also in human capital. We’ll spend time on the definitions and significance of diversity, equity, and inclusion, emphasizing the benefits of diverse ideas and equitable opportunities. Tune in for an inspiring conversation about creating a more inclusive world and the mission behind Alexander Legacy Private Wealth Management. Here’s what we discuss in this episode: 0:00 – Intro 1:18 – Diversification in Las Vegas 5:42 – Diversity 12:08 – Equity 14:17 – Inclusion 17:40 – Why it mattered to us 24:00 – Jamie Dimon on DEI 25:18 – Our backgrounds 28:59 – Key takeaway RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

1
Covering Your Assets: Key Investing Terms & Concepts (S2, E3) 32:45

50 weeks پیش32:45

32:45

The first step to building a legacy is educating yourself in the world of financial planning. Today we’re going to start breaking down some key concepts and definitions to help you better understand your investment options. Join JaQ Campbell and Dr. Anthony Chan for a comprehensive journey through the world of asset classes. An asset class is essentially a group of investment options that have similar financial characteristics. These can range from fixed income securities like bonds to equities such as stocks. Understanding the different types of asset classes is crucial for any investor looking to diversify their portfolio and manage risk effectively. From alternative investments to ESG, technology, and AI, we’ll cover a broad spectrum of topics to ensure you're well-informed and inspired. Don't miss out on insights on risk appetite, diversification, and the future of ESG and AI in the investment world. Here’s what we discuss in this episode: 0:00 – Intro 2:31 – Asset class 4:24 – Alternative investments 9:18 – ESG investments 13:14 – Technology & AI 19:48 – A.S.S.E.T 22:53 – Evaluating asset classes 28:46 – New asset classes to watch RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

1
The Role of Mental Health in Wealth Management (S2, E2) 29:07

52 weeks پیش29:07

29:07

In today's fast-paced world, the importance of mental health cannot be overstated, especially when it comes to financial well-being. JaQ Campbell, founder and CEO of Alexander Legacy Private Wealth, and Dr. Anthony Chan, partnership development consultant and former chief economist at JP Morgan Chase, sit down to discuss the crucial topic of mental health. Together, we’ll explore the importance of maintaining mental and physical health, especially post-COVID, and how it impacts financial decisions and generational wealth. Dr. Chan shares his personal morning routine that has kept him mentally sharp for over 40 years and emphasizes the need for balance in life—enjoying the present while planning for the future. The conversation also explores the effects of the pandemic on mental health, consumer behavior, and the economic landscape, including commercial real estate and retirement savings. Join us for valuable insights and practical advice on achieving a balanced life, both mentally and financially. Here’s what we discuss in this episode: 0:00 – Intro 0:57 – Keeping your mind right 3:38 – Mental health impact on financial decisions 10:03 – How the pandemic changed things 13:20 – Don’t ignore the future 16:37 – Changes impact mental health 20:44 – Vegas favorites 23:32 – Mental health in young people RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

1
2024 Financial Trends & Insights with Dr. Chan (S2, E1) 24:03

1 year پیش24:03

24:03

Welcome to season two of Legacy Lessons with JaQ Campbell and Dr. Anthony Chan! In this first episode, we are thrilled to bring you a wealth of knowledge on financial literacy, long-term investing, and economic trends with, and Dr. Chan, a partnership development consultant and former chief economist at JPMorgan Chase. Today we look back on our time together at the Black Enterprise Women of Power Summit in 2019 and reminisce about the energy and enthusiasm of the people in attendance. Some of the concepts and trends discussed then still hold true in 2024 and we’ll highlight how simplifying complex financial concepts can empower individuals to take control of their financial futures. We’re excited to introduce you to Dr. Chan and begin tapping into his expertise and passion for helping people create a powerful legacy for future generations. Here’s what we discuss in this episode: 0:00 – Intro 1:21 – Empowering women through investing 6:20 – Simplifying investing strategies 7:25 – Growth in black investors 10:55 – Dr. Chan’s poetry 13:21 – Dr. Chan’s interests 17:44 – Thoughts on the economy this year RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

1
Exploring Cultural Shifts & Wealth Dynamics with Linda Taylor (JaQ’s Mom!) (S1, E13) 53:00

۲ years پیش53:00

53:00

You’re in for a treat on episode 13 of the Legacy Lessons Podcast as JaQ Campbell brings her mother, Linda Taylor, into the studio to discuss cultural money shifts, wealth dynamics, and the wealth building journey women are facing in 2023 and the years ahead. Linda Taylor is a CPA and the CEO & Founder of Global CFO Accounting. On this episode, she’ll share her vision of how women will become increasingly important in the financial landscape of the entire world due to the great wealth transfer. She’ll also share a word of advice for younger listeners. Linda and JaQ will underscore why philanthropy is an essential part of personal wealth building and they’ll bring the entire conversation to life with personal anecdotes. Don’t miss out on the energy and impact of this special episode! Here’s some of what we discuss in this show: · Linda shares her perspective on the coming global wealth transfer that will greatly impact women across the world. (5:27) · Two career households are now the rule vs. the exception in American society. Black women are starting businesses at three times the rate of other cultures. JaQ and Linda reflect on stats like these, and Linda shares her opinion on how a female’s protective nature influences how she treats money and wealth. (16:05) · Linda has a few words of warning, advice and wisdom for younger listeners. (31:30) · “It created a muscle in me.” JaQ remembers why philanthropy was such a building block of her childhood and Linda explains why philanthropy is an important part of someone’s wealth building journey. (40:35) · Listen to Linda’s words of advice for everyone in 2023. (47:53) Learn more about Global CFO Accounting LLC https://globalcfoaccountingconsulting.com/ Follow Linda on Facebook https://www.facebook.com/linda.wallacetaylor/ RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

1
Uplifting the Next Generation with Toussaint Bailey (S1, E12) 41:39

۲ years پیش41:39

41:39

Wealth without service to those around you is a wasted opportunity, which is why it’s on us to empower and uplift those in our community. Alexander Legacy considers itself social entrepreneurs with a priority on social impact, and we want to be solving problems and helping those in the community. It’s 2023 and time to make progress on these social issues and provide financial opportunities to those around us, and Toussaint Bailey of Uplifting Capital is a great person to have these conversations with. He joins us on the show today to talk about uplifting others, solving problems, and the legacy he wants to leave behind. Here’s some of what we discuss in this show: · How the journey to uplift others began at home and in the community. (2:04) · What gives her hope that these social issues can be solved? (6:55) · What resources can we use to provide more opportunities and what people can do to take action today? (10:37) · How does Toussaint view his legacy? (21:34) · Why self-care is vital in maintaining drive and focus. (25:56) · What does Toussaint want to be known for when he’s gone? (33:45) RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

1
The Growth Before Your Legacy with Pastor Shaun Marshall (S1, E11) 34:18

۳ years پیش34:18

34:18

Today’s guest is Shaun Marshall. Shaun is a Pastor, Author, Consultant, and Speaker. He is the Founder and Principal Consultant of Navigate Consulting, and Pastor of Ministries of the Salem Baptist Church of Chicago. In this episode, Sean shares what legacy means to him. We create an impromptu acronym that paints a picture of the process of leaving a legacy, starting with growth and ending with action. Here are some of today's Legacy Lessons: How discovery can bring you deep joy. (7:06) Listen to us create an acronym for “legacy” on the spot. (10:26) How clarity forms in our life as we grow. (14:00) The revelation that changed the way Sean views legacy. (18:43) RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

1
Trials Leading to Perseverance with Dr. David Rhoiney (S1, E10) 38:13

۳ years پیش38:13

38:13

Today’s show features Dr. David Rhoiney, US Navy Surgeon, Cryptologist, Cyber Security Expert, Mathematician, husband, and father. David is retiring from podcasting, and we have been given the honor of interviewing him for his last podcast- one you won’t want to miss. In this episode, we are taken on David’s journey from poverty to the road that led him to achieve the various titles listed above. He shares how two generations ago, his grandmother grew up on a plantation and was married as a young teenager. His mother lived through traumas of her own, and both women have impacted him with their strength. Beyond his background, we look into the future and explore industry topics. We discuss hopes for future changes and more. Here are some of today's Legacy Lessons: · Here he shares his experience with poverty and the lasting effects it has on a person. (3:47) · Learn how he persevered through challenges that taught him to meet his objectives. (13:22) · Listen to the emotional story about his grandmother who grew up on a plantation in Texas and his mother who lived through abuse. He shares how their strength impacts him to this day. (18:49) RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

1
Doing the Work with Lazetta Rainey Braxton (S1, E9) 53:37

۳ years پیش53:37

53:37

We would like to welcome today’s guest, Lazetta Rainey Braxton, MBA, CFP®. She is passionate about amplifying diversity, inclusion, equality, and belonging in the financial planning profession, and does so through financial planning, public speaking, consulting, and coaching. In this episode, Lazetta shares how an encounter with a racist client impacted her and led her to keep #doingthework. We discuss how our shared faith has impacted us as businesswomen and has freed us from the gatekeeping that holds so many women back. We strive to build each other up and encourage you to join with the strong women you have come across to move each other closer to success. Here is what you will learn in today's episode: · Here is the inspiration behind the hashtag Lazetta adopted, #doingthework. (7:10) · Why she became passionate about helping people like her parents become financially free. (10:00) · How we feel black women can come together to build each other up and share success. (28:04) Learn more about Lazetta: https://www.lazetta.com/ RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

۳ years پیش51:59

51:59

Welcome to the first podcast of Legacy Lessons with JaQ! We're kicking off the first show with two great guests who will discuss helpful tips and some of the important work their organizations are doing to help close the opportunity divide. Aprill Hawkins from Year Up tells us how her organization helps young adults advance their skills and experience and provides them support to assist them in reaching their career and higher education potential. And Wil Lewis, the first-ever Chief Diversity, Equity and Inclusion Officer for Experian, provides his perspective on the role improving credit can play in enhancing lives. Join these two guests and JaQ as they explore a wide range of topics about money, access, and opportunities and celebrate the launch of Legacy Lessons! RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Wil Lewis - https://bit.ly/3uorowF Aprill Hawkins & Year Up - https://www.yearup.org/ SPONSORED BY: Achieve your financial goals with the right information and tools. Jump-start your credit with Experian Go. Build your credit for free so you can start achieving your financial goals today. https://bit.ly/3AmCjuA RESOURCES: Learn more about Legacy Lessons & the JaQperience on our website - https://bit.ly/3umOELy Join us on YouTube for more legacy conversations: https://bit.ly/3WVX9fH…

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